Joseph Kolb
Joseph Kolb is a CFP-designated registered investment advisor at Wickford Wealth Management, LLC, based in North Kingstown, RI, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 69 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Certain legacy clients may be billed under a different fee schedule. Fees may be negotiable.
Fee Estimator
Location
16 West Main Street, North Kingstown, RI, 02852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wickford Wealth Management, LLC
Previous Registrations
Strategic Point Investment Advisors LLC
State Registrations2 states
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